Transcript of "7 Tips for Managing a Successful Transition to SharePoint 2010"

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Welcome Dave Healey Managing Partner, Chrysalis | BTS Dave has spent twenty years delivering Enterprise Information Management solutions to large and complex organizations and has built a number of successful technology solution companies. dhealey@chrysalisbts.com Eric Schubert Solutions Engineer, Tier 3 Eric has over 15 years of experience in the IT industry. He specializes in project planning, new environment sizing and architecture—and has scoped, architected, and performed hundreds of IT deployments on- premise and in the cloud. eric.schubert@tier3.com

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Key Structural ElementsEnvironmental Overview• Server farm: The top-level element of a logical architecture design for SharePoint Server• Web application: An IIS Web site that is created and used by SharePoint Server 2010• Content database: Provides storage Web application content• Site collection: A set of web sites that have the same owner and share administration settings• Site: One or more related Web pages and other items (such as lists, libraries, and documents) that are hosted inside a site collection 6

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Hardware RequirementsTip 1: Design The EnvironmentFor Web Servers, Application Servers and Single Server Installations:• Processor: 64-bit, four cores• RAM: 4 GB for developer or evaluation use• 8 GB for production use in a single server or multiple server farm• Hard disk: 80 GB for system driveFor Database Servers:• Processor: 64-bit, four cores for small deployments• 64-bit, eight cores for medium deployments• RAM: 8 GB for small deployments 16 GB for medium deployments >16 GB for large deployments• Hard disk: 80 GB for system drive Hard disk space is dependent on the size of the SharePoint content 7

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Upgrade OptionsTip 2: Determine Upgrade ApproachApproach DescriptionIn-place upgrade • Same hardware as previous version • Upgrades the complete installation in a fixed orderDatabase attach • Move to new hardware or a new farmupgrade • All content databases are detached from existing farm and then attached to the new server farm • The upgrade process then runs and upgrades the data in placeHybrid • Enables continuous read-only access to data whileapproach 1: upgrade is in progressRead-only • Databases in original farm are set to read-only and copies ofdatabases the databases are upgraded on the new farmHybrid • In-place upgrade facilitates multiple databaseapproach 2: upgrades at the same timeDetach databases • Optionally another farm can be used to perform the upgrade and then attach the upgraded databases to the original farm • Original farm cannot serve requests during the upgrade process 10

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Pros and ConsTip 2: Determine Upgrade ApproachApproach Pros ConsIn-place • Farm-wide settings • Servers and farms are offlineupgrade are upgraded • Enough time must be allocated • Customizations are available for all content to be upgraded in in the environment after the sequence upgradeDatabase • Faster upgrade times overall • Farm settings are not upgradedattach than an in-place upgrade • Copying databases over aupgrade • Multiple farms can be network takes time and combined into one farm bandwidth • Requires direct access to the database server 11

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Considerations for Services UpgradeTip 2: Determine Upgrade Approach In SharePoint Server 2010, many services that stored data in the SSP database have their own databases — in some cases, several databases. When you enable new services, new databases are also created to store the data for those services. 12

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Considerations for Specific ServicesTip 2: Determine Upgrade ApproachService DescriptionProfiles • Two services now used for user profiles and taxonomy information: User Profile service, Managed Metadata serviceMy Sites • Upgrade the My Site host at the same time that you upgrade the profile services. You do not need to upgrade the My Sites themselves at the same time. • For best results, upgrade My Sites (or at least the My Site host) at the same time as your main intranet site.Search • Search service now uses three databases • Cannot upgrade Search data by using the database attach • Must configure Search in new farm either before or after upgrading other contentForms • If using database attach export any administrator-deployed form templates (XSN files) and data connection files (UDCX files) before migrating, then import them to the new farm after migrating. 13

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Considerations for Specific ServicesTip 2: Determine Upgrade ApproachService DescriptionExcel Services • For in-place upgrade, any configuration information stored in the SSP database for Excel Services is upgraded and moved into the configuration database. • For the database attach upgrade approach, reconfigure Excel Services in the new farmBusiness Data • In-place upgrade, data that was stored in the SSP database isCatalog moved and upgraded to a separate database • The Business Data Catalog is not upgraded when using the database attach upgrade approachSingle Sign-On • The Single Sign-On (SSO) service is being replaced with the Secure Store Service in SharePoint Server 2010. Upgrade application definitions from SSO to the Secure Store Service, use Windows PowerShell cmdlets • Passwords are not upgraded 14

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Governance Tip 3: Managing the Tension Between Empowerment and Control A Governance Plan helps Individual and team roles and responsibilities People • reduce cost of ownership, • ensure consistency, and How to accomplish common • deliver service standards tasks such as creating a new Processsite or requesting new services by aligning people, process, technology, and policy, Leveraging technology Technology and thereby resolving ambiguity features to enforce policies and mitigating potential for conflict within the organization. Principles and practicesguiding what site stakeholders Policy should and shouldn’t do

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Successful SharePointSHAREPOINT AND THE CLOUDWHY A CLOUD DEPLOYMENT MAY BE YOUR BEST OPTION 20

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Business and IT Leaders Say Cloud Enables Agility • 80%+ associate business agility with revenue growth, cost reduction, and risk management • 63% agree cloud can have a significant impact in making business more agile and responsive • Companies with enterprise-wide cloud deployments are 3x more likely to achieve business agility that is “much better than competition” SOURCE: Global Business Agility Survey, February 2011

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Enterprise Hybrid Cloud: Solving the IT Dilemma Internal IT Hybrid Cloud Control Agility Has full control over Respond quickly to the environment Wants Agility demands Secure Cost Needs Control Known security, Transparent andpredictable performance controllable costs Leverage ElasticityInvestment in technology, Scalable Capacity people and process